Schwab Strategic Tr us lrg cap etf shares owned by HPM Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by HPM Partners
from 13F filings
Historical chart of HPM Partners investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $422M | 6.2M | 67.85 |
| 2024-06-30 | $363M | 5.7M | 64.25 |
| 2024-03-31 | $340M | 5.5M | 62.04 |
| 2023-12-31 | $299M | 28M | 10.55 |
| 2023-09-30 | $232M | 4.6M | 50.60 |
| 2023-06-30 | $35M | 672k | 52.37 |
| 2023-03-31 | $11M | 226k | 48.32 |
| 2022-12-31 | $8.9M | 198k | 45.15 |
| 2022-09-30 | $4.4M | 104k | 42.35 |
| 2022-06-30 | $7.1M | 160k | 44.59 |
| 2022-03-31 | $5.4M | 100k | 53.84 |
| 2021-12-31 | $5.4M | 48k | 113.83 |
| 2021-09-30 | $3.4M | 33k | 104.03 |
| 2021-06-30 | $3.4M | 33k | 103.97 |
| 2021-03-31 | $3.0M | 32k | 96.04 |
| 2020-12-31 | $2.8M | 31k | 90.97 |
| 2018-12-31 | $572k | 9.6k | 59.65 |
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